Invesco CurrencyShares Australian Dollar Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 96.27 K | $6.36 M | 11.27% | 6.78% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 93.34 K | $6.17 M | 427.33% | 6.53% |
| MORGAN STANLEY | 02/13/2026 | 37.75 K | $2.50 M | 2.67% | 2.63% |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 01/29/2026 | 36.76 K | $2.43 M | 0.00% | 2.54% |
| JANE STREET GROUP, LLC | 02/12/2026 | 31.55 K | $2.09 M | -16.33% | 2.18% |
| ROYAL BANK OF CANADA | 02/17/2026 | 9.11 K | $602.00 K | -3.62% | 0.64% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 8.92 K | $589.74 K | 188.46% | 0.62% |
| UNCONVENTIONAL INVESTOR, LLC | 02/05/2026 | 7.84 K | $518.49 K | 0.23% | 0.54% |
| CITADEL ADVISORS LLC | 02/17/2026 | 7.00 K | $462.69 K | 100.00% | 0.49% |
| CITADEL ADVISORS LLC | 02/17/2026 | 6.50 K | $429.64 K | -10.96% | 0.45% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 5.43 K | $359.19 K | 100.00% | 0.38% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 4.94 K | $326.20 K | 0.00% | 0.35% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 02/09/2026 | 4.50 K | $297.45 K | 0.00% | 0.31% |
| HAVEN PRIVATE, LLC | 02/12/2026 | 4.27 K | $282.18 K | -54.81% | 0.30% |
| UBS GROUP AG | 01/29/2026 | 4.18 K | $275.96 K | -67.82% | 0.29% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 4.13 K | $272.66 K | 0.00% | 0.29% |
| GTS SECURITIES LLC | 02/13/2026 | 4.09 K | $270.15 K | 10.01% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 3.93 K | $259.57 K | 100.00% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 3.70 K | $244.57 K | 100.00% | 0.26% |
| FIDUCIARY FINANCIAL GROUP, LLC | 01/12/2026 | 3.67 K | $242.58 K | 3.58% | 0.25% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.35 K | $155.56 K | -13.75% | 0.16% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 1.27 K | $83.75 K | 0.00% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 810 | $53.54 K | -7.64% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 483 | $31.95 K | 0.00% | 0.03% |
| FMR LLC | 02/17/2026 | 350 | $23.14 K | 311.76% | 0.02% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 256 | $16.92 K | 0.00% | 0.02% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 250 | $16.53 K | 0.00% | 0.02% |
| NALLS SHERBAKOFF GROUP, LLC | 03/12/2026 | 250 | $16.53 K | 0.00% | 0.02% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 220 | $14.54 K | -56.00% | 0.02% |
| CWM, LLC | 01/26/2026 | 70 | $5.00 K | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 68 | $4.50 K | 100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 36 | $2.38 K | 100.00% | 0.00% |
| SMARTLEAF ASSET MANAGEMENT LLC | 02/13/2026 | 1 | $66 | 100.00% | 0.00% |
| LPL FINANCIAL LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco CurrencyShares Australian Dollar Trust institutional Ownership - FAQ's
During the previous two years, 38 institutional investors and hedge funds held shares of Invesco CurrencyShares Australian Dollar Trust. The most heavily invested institutionals were:
Geneos Wealth Management Inc.: 0
FIDUCIARY FINANCIAL GROUP, LLC: 0
Haven Private, LLC: 0
Cresset Asset Management, LLC: 96,272
CIBC WORLD MARKET INC.: 93,337
MORGAN STANLEY: 37,753
25.37% of Invesco CurrencyShares Australian Dollar Trust stock is owned by institutional investors.
Institutional investors have bought a total of 353.02 K shares in the last 24 months. This purchase volume represents approximately $24.73 M in transactions.